Erica Ryberg is a CFP-designated registered investment advisor at Montoya Wealth Management, based in Prescott, AZ, with 9 years of industry experience. Erica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 86 clients with $72M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.40% |
| $3M+ | 0.20% |
For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same individual or two or more accounts within the same household.
Fee Estimator
Location
2069 Willow Creek Road, Prescott, AZ, 86301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erica is a managing member of Montoya Tax Services LLC since January 2023 and spends a few hours per week on it. She also owns Monberg Real Estate Holding LLC since December 2020, dedicating a few hours per week to it as well.
Employment History
Current Registrations
Montoya Wealth Management
State Registrations2 states
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